2024-05-23T17:20:02-05:00 2023-12-31 331197384 ANDERSEN TAX LLC 333 BUSH STREET SUITE 1700 SAN FRANCISCO CA 94104 990PF 2023-01-01 474305984 HUTTON FAMILY FOUNDATION HUTT 6503274200 2 SANTIAGO AVENUE ATHERTON CA 94027 WENDE HUTTON PRESIDENT 6503274200 2024-05-22 1 WENDE HUTTON 999009999 0 CHRISTOPHER A LEUNG P00367129 4157642700 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 17140501 X 566851 287018 287018 207222 207222 199624 9474355 527792 58644 58644 0 1319359 1080676 0 0 0 0 0 83639 69143 0 14495 22289 16183 0 0 1898 1294 0 604 107826 86620 0 15099 920310 920310 1028136 86620 0 935409 291223 994056 0 69407 98207 98207 15969742 16227841 17042294 16039149 16326048 17140501 0 0 X 0 0 0 0 16039149 16326048 16039149 16326048 16039149 16326048 16039149 291223 0 16330372 4324 16326048 278 SHARES OF APPLE INC P 2022-01-04 2023-01-03 34630 49976 -15346 -15346 295 SHARES OF APPLE INC P 2022-01-10 2023-01-03 36747 49976 -13229 -13229 293 SHARES OF APPLE INC P 2022-01-18 2023-01-03 36498 49855 -13357 -13357 779 SHARES OF EQUINOR ASA P 2022-04-20 2023-01-03 25410 29983 -4573 -4573 872 SHARES OF EQUINOR ASA P 2022-04-25 2023-01-03 28443 29962 -1519 -1519 1772 SHARES OF EQUINOR ASA P 2022-05-09 2023-01-03 57800 59893 -2093 -2093 1172 SHARES OF EQUINOR ASA P 2022-05-11 2023-01-03 38229 40252 -2023 -2023 2720 SHARES OF EQUINOR ASA P 2022-05-12 2023-01-03 88722 90567 -1845 -1845 2236 SHARES OF EQUINOR ASA P 2022-05-20 2023-01-03 72934 75081 -2147 -2147 2354 SHARES OF EQUINOR ASA P 2022-05-23 2023-01-03 76783 81824 -5041 -5041 2412 SHARES OF EQUINOR ASA P 2022-05-26 2023-01-03 78675 90016 -11341 -11341 4415 SHARES OF EQUINOR ASA P 2022-06-08 2023-01-03 144010 166444 -22434 -22434 124 SHARES OF TYSON FOODS INC CL A P 2022-08-09 2023-01-03 7868 9985 -2117 -2117 212 SHARES OF U S BANCORP COM NEW P 2022-08-09 2023-01-03 9417 9968 -551 -551 1 SHARES OF PACCAR INC PRESPLIT P 2022-08-09 2023-02-09 36 30 6 6 4899 SHARES OF VOLKSWAGEN AG ADR P 2022-05-26 2023-02-17 86808 100185 -13377 -13377 1503 SHARES OF WALT DISNEY CO HLDG CO P 2023-01-12 2023-04-04 150735 149668 1067 1067 2371 SHARES OF MAGNA INTERNATIONAL INC P 2023-01-12 2023-04-12 127826 150184 -22358 -22358 2021 SHARES OF REPSOL SA SPON ADR P 2022-04-20 2023-04-12 30718 30153 565 565 2175 SHARES OF REPSOL SA SPON ADR P 2022-04-25 2023-04-12 33059 30053 3006 3006 3795 SHARES OF REPSOL SA SPON ADR P 2022-05-09 2023-04-12 57682 56278 1404 1404 2766 SHARES OF REPSOL SA SPON ADR P 2022-05-11 2023-04-12 42041 41573 468 468 6160 SHARES OF REPSOL SA SPON ADR P 2022-05-12 2023-04-12 93628 89622 4006 4006 5675 SHARES OF REPSOL SA SPON ADR P 2022-05-16 2023-04-12 86256 84329 1927 1927 5242 SHARES OF REPSOL SA SPON ADR P 2022-05-23 2023-04-12 79675 81256 -1581 -1581 9639 SHARES OF REPSOL SA SPON ADR P 2022-06-08 2023-04-12 146507 167088 -20581 -20581 201 SHARES OF PFIZER INC P 2022-08-09 2023-05-09 7737 10008 -2271 -2271 418 SHARES OF PFIZER INC P 2022-08-24 2023-05-09 16090 19994 -3904 -3904 1987 SHARES OF NEXTERA ENERGY INC P 2023-01-03 2023-06-29 144978 166628 -21650 -21650 20751 SHARES OF ARVINAS INC P 2023-09-19 2023-09-20 501247 177638 323609 323609 6335 SHARES OF GLOBAL X COPPER MINERS ETF P 2023-07-20 2023-11-01 205076 250893 -45817 -45817 3165 SHARES OF ISHARES US MEDICAL DEV ETF P 2023-01-03 2023-11-01 143691 166531 -22840 -22840 3873 SHARES OF BP PLC ADS P 2023-01-03 2023-12-19 136478 132948 3530 3530 4158 SHARES OF BP PLC ADS P 2023-11-01 2023-12-19 146521 149848 -3327 -3327 5000 SHARES OF JPM CI AUTO FCX 13200 *25MY09 P 2022-05-06 2023-02-09 50000 50000 0 0 3137 SHARES OF SPDR S&P DIVIDEND P 2021-05-11 2023-03-08 390827 397082 -6255 -6255 1356 SHARES OF SPDR S&P DIVIDEND P 2021-05-12 2023-03-08 168939 170022 -1083 -1083 803 SHARES OF SPDR S&P DIVIDEND P 2021-08-23 2023-03-08 100043 99920 123 123 2663 SHARES OF SPDR S&P DIVIDEND P 2021-08-25 2023-03-08 331773 330079 1694 1694 3698 SHARES OF VANGUARD VALUE ETF INDEX P 2021-12-16 2023-03-09 514957 539830 -24873 -24873 2904 SHARES OF VANGUARD VALUE ETF INDEX P 2022-02-11 2023-03-31 399796 427411 -27615 -27615 1781 SHARES OF VANGUARD VALUE ETF INDEX P 2021-12-16 2023-05-09 245569 259988 -14419 -14419 1364 SHARES OF VANGUARD VALUE ETF INDEX P 2021-12-28 2023-05-09 188072 200137 -12065 -12065 2526 SHARES OF VANGUARD VALUE ETF INDEX P 2022-02-11 2023-05-09 348292 371777 -23485 -23485 2237 SHARES OF ISHARES U.S. INSURANCE ETF P 2022-02-09 2023-05-16 191419 199965 -8546 -8546 88 SHARES OF JOHNSON & JOHNSON P 2021-04-23 2023-08-24 14584 14584 0 0 0.851 SHARES OF KENVUE INC P 2021-04-23 2023-08-25 19 18 1 1 554 SHARES OF JOHNSON & JOHNSON P 2022-05-26 2023-08-31 89503 99816 -10313 -10313 2775 SHARES OF ATLANTICA SUSTAINABLE INFR PLC P 2020-09-23 2023-10-19 47481 63465 -15984 -15984 213 SHARES OF JOHNSON & JOHNSON P 2021-04-23 2023-10-19 32160 35299 -3139 -3139 153 SHARES OF JOHNSON & JOHNSON P 2021-04-27 2023-10-19 23101 25004 -1903 -1903 149 SHARES OF JOHNSON & JOHNSON P 2021-05-05 2023-10-19 22497 25028 -2531 -2531 570 SHARES OF JOHNSON & JOHNSON P 2021-08-25 2023-10-19 86062 99887 -13825 -13825 675 SHARES OF JOHNSON & JOHNSON P 2022-05-11 2023-10-19 101915 120028 -18113 -18113 1449 SHARES OF JOHNSON & JOHNSON P 2022-08-03 2023-10-19 218778 250073 -31295 -31295 706 SHARES OF KENVUE INC P 2021-04-23 2023-10-19 14091 14566 -475 -475 955 SHARES OF BP PLC ADS P 2022-04-20 2023-12-19 33653 30023 3630 3630 1051 SHARES OF BP PLC ADS P 2022-04-25 2023-12-19 37035 29958 7077 7077 1958 SHARES OF BP PLC ADS P 2022-05-09 2023-12-19 68996 59949 9047 9047 1294 SHARES OF BP PLC ADS P 2022-05-11 2023-12-19 45598 40203 5395 5395 3083 SHARES OF BP PLC ADS P 2022-05-12 2023-12-19 108639 90483 18156 18156 2433 SHARES OF BP PLC ADS P 2022-05-20 2023-12-19 85735 75036 10699 10699 2557 SHARES OF BP PLC ADS P 2022-05-23 2023-12-19 90104 81786 8318 8318 2749 SHARES OF BP PLC ADS P 2022-05-26 2023-12-19 96870 89914 6956 6956 4870 SHARES OF BP PLC ADS P 2022-06-08 2023-12-19 171610 166543 5067 5067 10000 SHARES OF CS CI AUTO EQUITY 9250 *24NV15 P 2021-11-12 2023-03-17 34494 100000 -65506 -65506 25000 SHARES OF HSBC DD TRIGJ SPX 23JL06 P 2018-06-29 2023-04-12 376494 250000 126494 126494 40000 SHARES OF MS DD TRIGJ SPX 23SP06 P 2018-08-31 2023-04-12 569194 400000 169194 169194 5000 SHARES OF UBS CI AUTO MSFT 8600 *25FB14 P 2022-02-11 2023-05-16 50000 50000 0 0 10000 SHARES OF CITI CI AUTO UNH 10000 *25NV14 P 2022-11-11 2023-11-16 100000 100000 0 0 50000 SHARES OF BCS DD TRIGJ SPX 23DE05 P 2018-11-30 2023-12-05 827500 500000 327500 327500 20000 SHARES OF CITI PLUS SPX *25DE18 P 2022-12-13 2023-12-26 225600 200000 25600 25600 527792 13817 0 13817 0 13817 6000 0 8100 0 14100 139 144 144 0 0 0 0 0 0 0 0 0 0 0 1 1 CA DE 1 0 1 0 0 0 NONE LISETTE GELBER 4156551902 2 SANTIAGO AVENUE ATHERTON CA 94027 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WENDE S HUTTON 2 SANTIAGO AVENUE ATHERTON CA 94027 PRESIDENT, DIRECTOR 1.00 0 0 0 G THOMPSON HUTTON 2 SANTIAGO AVENUE ATHERTON CA 94027 DIRECTOR 0.25 0 0 0 ROBERT C HUTTON 2 SANTIAGO AVENUE ATHERTON CA 94027 SECRETARY, DIRECTOR 0.25 0 0 0 RACHEL E HUTTON 2 SANTIAGO AVENUE ATHERTON CA 94027 CFO, TREASURER, DIRECTOR 0.25 0 0 0 NONE 0 NONE 0 NONE 0 0 0 16486719 194331 0 16681050 0 0 16681050 250216 16430834 821542 821542 13817 13817 807725 0 807725 0 807725 935409 0 935409 807725 0 0 173594 221510 151036 23880 570020 935409 0 0 0 807725 127684 0 0 697704 0 0 0 0 0 0 173594 524110 221510 151036 23880 127684 WENDE S HUTTON G THOMPSON HUTTON X ABILITYPATH 350 TWIN DOLPHIN DR STE 123 REDWOOD CITY CA 94065 NONE PC SEE STATEMENT A 1000 ABLE WORKS 548 MARKET ST 74511 SAN FRANCISCO CA 941045401 NONE PC SEE STATEMENT A 2500 ACCION OPPORTUNITY FUND 111 W ST JOHN STREET STE 800 SAN JOSE CA 95113 NONE PC SEE STATEMENT A 25000 ALS ASSOCIATION 1300 WILSON BLVD SUITE 600 ARLINGTON VA 22209 NONE PC SEE STATEMENT A 1000 AMERICAN CIVIL LIBERTIES UNION FOUNDATION 125 BROAD STREET 18TH FLOOR NEW YORK NY 10004 NONE PC SEE STATEMENT A 2500 AMERICAN FOUNDATION FOR SUICIDE PREVENTION 199 WATER STREEET 11TH FLOOR NEW YORK NY 10038 NONE PC SEE STATEMENT A 1000 AMERICAN INDEPENDENT FOUNDATION 800 MAINE AVE SW STE 500 WASHINGTON DC DC 200242866 NONE PC SEE STATEMENT A 25000 AMERICAN PRAIRIE FOUNDATION 2048 ANALYSIS DR STE B BOZEMAN MT 597153626 NONE PC SEE STATEMENT A 10000 BUILD CHANGE 1001 BANNOCK ST SUITE 467 DENVER CO 80204 NONE PC SEE STATEMENT A 2500 CATALINO TAPIA SCHOLARSHIP FUND 727 INDUSTRIAL RD STE 117 SAN CARLOS CA 940703341 NONE PC SEE STATEMENT A 3000 CENTER FOR REPRODUCTIVE RIGHTS 199 WATER STREEET 22ND FLOOR NEW YORK NY 100383533 NONE PC SEE STATEMENT A 15000 CLEARITY FOUNDATION 8880 RIO SAN DIEGO DRIVE STE 800 SAN DIEGO CA 92108 NONE PC SEE STATEMENT A 2000 COMMON SENSE MEDIA 699 8TH STREET SUITE C150 SAN FRANCISCO CA 94103 NONE PC SEE STATEMENT A 11000 CRYSTAL SPRINGS UPLANDS SCH 400 UPLANDS DRIVE HILLSBOROUGH CA 94010 NONE PC SEE STATEMENT A 1000 DARAJA EDUCATION FUND PO BOX 4333 SAN RAFAEL CA 94913 NONE PC SEE STATEMENT A 20000 EASTSIDE COLLEGE PREPARATORY SCHOOL 1041 MYRTLE STREET EAST PALO ALTO CA 94303 NONE PC SEE STATEMENT A 7000 ECUMENICAL HUNGER PROGRAM 2411 PULGAS AVE EAST PALO ALTO CA 94303 NONE PC SEE STATEMENT A 5000 ENVIRONMENTAL DEFENSE FUND 257 PARK AVENUE SOUTH NEW YORK NY 10010 NONE PC SEE STATEMENT A 20000 FOUR WINDS INC PO BOX 140 DEER HARBOR WA 98243 NONE PC SEE STATEMENT A 4000 FRESH LIFELINES FOR YOUTH INC 568 VALLEY WAY MILPITAS CA 95035 NONE PC SEE STATEMENT A 10000 FRONT PORCH 800 NORTH BRAND BOULEVARD 19TH FL GLENDALE CA 912031231 NONE PC SEE STATEMENT A 1000 GEORGETOWN LAW DOMESTIC VIOLENCE CLINIC 600 NEW JERSEY AVENUE WASHINGTON DC DC 200012075 NONE PC SEE STATEMENT A 5000 GLOBAL FUND FOR CHILDREN 1411 K ST NW SUITE 1200 WASHINGTON DC DC 20005 NONE PC SEE STATEMENT A 40000 GLOBAL FUND FOR WOMEN INC 800 MARKET ST 7TH FLOOR SAN FRANCISCO CA 94102 NONE PC SEE STATEMENT A 1000 HANDS ON BAY AREA 1504 BRYANT ST SUITE 100 SAN FRANCISCO CA 94103 NONE PC SEE STATEMENT A 1000 ICIVICS INC 1035 CAMBRIDGE ST STE 21B CAMBRIDGE MA 021411154 NONE PC SEE STATEMENT A 5000 INTERNATIONAL JUSTICE MISSION PO BOX 2227 ARLINGTON VA 22202 NONE PC SEE STATEMENT A 1000 ISSUE ONE 1401 K ST NW STE 350 WASHINGTON DC DC 200054574 NONE PC SEE STATEMENT A 10000 JMT WILDERNESS CONSERVANCY 2120 AVY AVENUE MENLO PARK CA 940256518 NONE PC SEE STATEMENT A 10000 KQED INC 2601 MARIPOSA STREET SAN FRANCISCO CA 94110 NONE PC SEE STATEMENT A 25000 LEGAL VOICE 907 PINE ST 500 SEATTLE WA 98101 NONE PC SEE STATEMENT A 2500 LIFEMOVES 2550 GREAT AMERICA WAY SUITE 201 SANTA CLARA CA 95054 NONE PC SEE STATEMENT A 5000 MEDIA MATTERS FOR AMERICA PO BOX 52155 WASHINGTON DC DC 20091 NONE PC SEE STATEMENT A 25000 MERIT AMERICA 712 H STREET NE SUITE 1560 WASHINGTON DC DC 200023627 NONE PC SEE STATEMENT A 2500 MISSION HOSPICE AND HOME CARE 66 BOVET RD STE 100 SAN MATEO CA 94402 NONE PC SEE STATEMENT A 1000 NATIONAL WOMEN'S LAW CENTER 1350 I ST NW STE 700 WASHINGTON DC DC 200057202 NONE PC SEE STATEMENT A 15000 NAVY SEAL FOUNDATION 1619 D STREET VIRGINA BEACH VA 23459 NONE PC SEE STATEMENT A 1000 NEW YORK YACHT CLUB FOUNDATION 37 WEST 44TH STREET NEW YORK NY 10036 NONE PC SEE STATEMENT A 10000 NEW YORK-PRESBYTERIAN FUND 525 EAST 68TH STREET BOX 156 NEW YORK NY 100654870 NONE PC SEE STATEMENT A 10000 NEWS LITERACY PROJECT 5335 WISCONSIN AVE NW SUITE 440 BETHESDA MD 208141009 NONE PC SEE STATEMENT A 5000 NEXT DOOR SOLUTIONS TO DOMESTIC VIOLENCE 234 E GISH RD 200 SAN JOSE CA 95112 NONE PC SEE STATEMENT A 5000 PARTNERS IN HEALTH 800 BOLYSTON STREET SUITE 300 BOSTON MA 02199 NONE PC SEE STATEMENT A 50000 PENINSULA OPEN SPACE TRUST 222 HIGH STREET PALO ALTO CA 94301 NONE PC SEE STATEMENT A 70000 PHILLIPS EXETER ACADEMY 20 MAIN ST EXETER NH 03833 NONE PC SEE STATEMENT A 17810 PLANNED PARENTHOOD FEDERATION OF AMERICA 123 WILLIAM STREET NEW YORK NY 10038 NONE PC SEE STATEMENT A 15000 PLANNED PARENTHOOD MAR MONTE 1691 THE ALAMEDA SAN JOSE CA 95126 NONE PC SEE STATEMENT A 10000 PURSUIT OF EXCELLENCE 1249 PINE ST PALO ALTO CA 94301 NONE PC SEE STATEMENT A 2500 RAINN 1220 L STREET NW STE 505 WASHINGTON DC DC 20005 NONE PC SEE STATEMENT A 10000 READING PARTNERS 180 GRAND AVE SUITE 800 OAKLAND CA 94612 NONE PC SEE STATEMENT A 50000 RED CLOUD INDIAN SCHOOL 100 MISSION DRIVE PINE RIDGE SD 57770 NONE PC SEE STATEMENT A 5000 REPRODUCTIVE FREEDOM FOR ALL 1725 EYE STREET NW SUITE 900 WASHINGTON DC DC 20006 NONE PC SEE STATEMENT A 10000 RESURGE INTERNATIONAL 765 N PASTORIA AVE SUNNYVALE CA 94085 NONE PC SEE STATEMENT A 62000 RONALD MCDONALD HOUSE AT STANFORD 520 SAND HILL ROAD PALO ALTO CA 94304 NONE PC SEE STATEMENT A 1000 SACRED HEART SCHOOLS ATHERTON 150 VALPARAISO AVENUE ATHERTON CA 94027 NONE PC SEE STATEMENT A 2500 SAN FRANCISCO BALLET 455 FRANKLIN ST SAN FRANCISCO CA 94102 NONE PC SEE STATEMENT A 1000 SAN JUAN ISLAND COMMUNITY FOUNDATION PO BOX 1352 FRIDAY HARBOR WA 982501352 NONE PC SEE STATEMENT A 2500 SOCIAL GOOD FUND 12651 SAN PABLO AVE UNIT 5473 RICHMOND CA 948054021 NONE PC SEE STATEMENT A 15000 ST BALDRICK'S FOUNDATION 1333 MAYFLOWER AVENUE STE 400 MONROVIA CA 91016 NONE PC SEE STATEMENT A 1000 STANFORD UNIVERSITY 326 GALVEZ STREET STANFORD CA 94305 NONE PC SEE STATEMENT A 112500 STORM TRYSAIL FDN 1 WOODBINE AVENUE LARCHMONT NY 10538 NONE PC SEE STATEMENT A 2500 THE BRIGID ALLIANCE PO BOX 58 PLANETARIUM STATION NEW YORK NY 10024 NONE PC SEE STATEMENT A 15000 THE LEE INTIATIVE 610 W MAGNOLIA AVE LOUISVILLE KY 40208 NONE PC SEE STATEMENT A 1000 THE MARINE MAMMAL CENTER 2000 BUNKER RD FORT CRONKHITE SAUSALITO CA 94965 NONE PC SEE STATEMENT A 2500 THE NATURE CONSERVANCY 4245 NORTH FAIRFAX DRIVE ARLINGTON VA 222031637 NONE PC SEE STATEMENT A 40000 THE WHALE MUSEUM 61 1ST STREE NORTH PO BOX 945 FRIDAY HARBOR WA 98250 NONE PC SEE STATEMENT A 7500 UPSTREAM USA INC 2 OLIVER STREET SUITE 402 BOSTON MA 02109 NONE PC SEE STATEMENT A 50000 UPTURNSHIP 5832 LINCOLN DR 153 MINNEAPOLIS MN 55436 NONE PC SEE STATEMENT A 2500 WARRIOR SAILING PO BOX 1199 SPRING HILL TN 37174 NONE PC SEE STATEMENT A 1000 WILDLIFE CONSERVATION NETWORK 209 MISSISSIPPPI ST SAN FRANCISCO CA 94107 NONE PC SEE STATEMENT A 10000 YOUNG MUSICIANS CHORAL ORCHESTRA 2020 MILVIA STREET SUITE 420 BERKELEY CA 94704 NONE PC SEE STATEMENT A 1000 920310 0 14 287018 14 207222 14 58644 18 199624 0 752508 0 752508 0 0 0 0 0 0 0 0 0 0 X X 1 WENDE HUTTON 2 SANTIAGO AVENUE ATHERTON CA 94027 61045 X 2 WENDE HUTTON 2 SANTIAGO AVENUE ATHERTON CA 94027 505806 X X 2 8,751 SHARES OF ARVINAS INC. (ARVN) 505806 2023-09-19 N/A 0 STATEMENT A FORM 990-PF, PART XV, PURPOSE OF GRANT OR CONTRIBUTION STATEMENT ASTATEMENT REGARDING THE PURPOSE OF ALL GRANTS/CONTRIBUTIONS:THE HUTTON FAMILY FOUNDATION DISTRIBUTES FUNDS AND OTHER ASSETS TO EDUCATIONAL, HEALTH, AND ENVIRONMENTAL ORGANIZATIONS. THE FOUNDATION MAKES GRANTS TO ORGANIZATIONS THROUGHOUT THE UNITED STATES TO BENEFIT EDUCATION, HEALTH, AND THE ENVIRONMENT. MORGAN STANLEY AT COST 16227841 17042294 CHANGE IN UNREALIZED GAIN 674 TEMP DIFFERENCES FROM 1099S 3650 STATE FILING FEES 150 0 0 150 OFFICE EXPENSES 454 0 0 454 CUSTODY FEES 1294 1294 0 0 MS #4882 58644 58644 AUDIT FEES 8000 4000 0 4000 ACCOUNTING FEES 19200 9600 0 9600 INVESTMENT MANAGEMENT FEES 55543 55543 0 0 OTHER PROFESSIONAL FEES 896 0 0 895 WENDE S HUTTON 2 SANTIAGO AVENUE ATHERTON CA 94027 G THOMPSON HUTTON 2 SANTIAGO AVENUE ATHERTON CA 94027 FEDERAL TAXES 6106 0 0 0 FOREIGN TAXES 16183 16183 0 0